The AMcards integration allows you to send real personalized greeting cards and gifts to your Follow Up Boss contacts right from your own Follow Up Boss account!
To set up the AMcards integration with Follow Up Boss, take the following steps:
- Enable the AMcards app in your Follow Up Boss account from this link here.
Note: This can only be enabled by Follow Up Boss Admins and Account Owners
- Copy your API key from Follow Up Boss here.
- Go to a Person in Follow Up Boss and locate the AMcards app on the right hand side of the profile and select the "Connect to AMcards"
- You will be taken to an AMcards page where you can paste your Follow Up Boss API key. Paste the key and click "Submit".
- Close the AMcards window then go back to your Follow Up Boss tab and refresh the page. You're now connected!
Sending a Card
To send a card, navigate to the profile of the person you would like to send the card to. Choose a template from the drop down. You will see a preview of the template after you select. Next, fill out the message. This will be what is added to the body of the card. The text will be placed on the inside right or inside bottom of the card in the hand written font. There is a maximum of 700 characters. Next, choose the send date. Include your first name and last name. Lastly, choose Send Card.
Cards will be delivered in 2-5 business days from being sent. You can edit the card after you click "Send!" until 11:59PM that same day. .
The templates that are displaying in Follow Up Boss are the Quick Send templates. If you do not see any templates available in your dropdown, you will need to add a template to your Quick Send templates in AMcards.